Q: How does the investment style of the TAC fund offered by Global View Capital Management differ from the traditional "buy and hold," investment style employed by most mutual funds?
ANSWER We believe the most money you will make is the money you don't lose in severe market declines. So, the fund has the ability to go to 100% cash. Each underlying sub-strategy has differing rule-sets and defensive tools that can be employed in various market conditions. Most traditional mutual funds are "long-only" and are constrained within a specific asset class and/or benchmark, meaning they may stay fully invested during severe market declines.
Q: How do I identify if the TAC fund is suitable for me?
ANSWER The TAC fund is broadly diversified among multiple asset classes and multiple markets with sub-strategies that have a defensive mandate that may add an additional layer of protection in severe market declines. Your trusted financial professional will assist you in determining what is appropriate based upon your individual needs.
Q:What's a "Fund of Funds" structure?
ANSWER A "Fund of Funds" structure is an investment strategy of holding a portfolio of other investment funds rather than investing directly in stocks, bonds or other securities. The TAC fund utilizes Exchange Traded Funds because they are liquid, offer broad diversification and give the managers access to market segments that can be difficult to obtain. The cost can be higher, but the ability for the managers to employ quantitative technical disciplines to tactically allocate across a wide range of global financial markets is the trade-off in an attempt to achieve higher risk-adjusted-returns and provide downside protection.